Equisys technical notes

Technical guidance, explanations and fixes for our products

FIX: Documents do not appear in the Zetadocs Related Documents Factbox after drag and drop



ID: ZTN4298

This Zetadocs technical note applies to:

  • Version 5.5 of Zetadocs for Microsoft Dynamics NAV


After uploading documents against a new NAV record, the documents do not appear in the Zetadocs Related Documents Factbox until the record is closed and opened again.

This issue will only occur if the Zetadocs for NAV components have previously been upgraded from version 4.3 or below.


This issue can be caused by missing a step in the Zetadocs for NAV upgrade process. As part of the upgrade the internal configuration settings need to be updated to allow referencing of related documents. If this step has not been completed, the related documents will not be found.


To resolve this issue please follow the steps in the “Zetadocs for NAV Configuration Settings” section of the Zetadocs for NAV v4.2 to v5.5 upgrade technote which can be found here:


Please note, unexpected behaviour may be encountered if any of the upgrade steps are omitted.


This has been identified by Equisys as a problem with the software versions given above.

Last updated: 24th October 2013 (JW/MW)

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